CLIENT SUCCESS STORY

Partners Capital

Partners Capital, Inc. is a privately-owned real estate firm that co-invests with institutions, high net worth individuals, family offices and trusts in value-add real estate. Partners and its subsidiaries currently control a real estate portfolio of over 1M square feet in California, Nevada and Arizona.

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    Yardi Commercial Suite doesn’t just add features. It connects our operations, finances and tenant engagement into a seamless experience that saves time and builds stronger relationships.

    Ana Chua

    Accountant, Partners Capital

The benefits

Partners Capital has an end-to-end solution with deep insights for property management, financial accounting, invoice processing, tenant services and accurate reporting on a single platform with Yardi Commercial Suite.

The company

Established in 2009, Los Angeles-based Partners Capital is a boutique real estate investment and finance platform that focuses on delivering value and strong returns for their investors. The company takes pride in the world-class investment and finance platform they have built along with the service they provide through a commitment to innovation and treating every investor as a partner.

The challenge

Manual processes

Manual invoice processing caused delays and inefficiencies for Partners Capital, along with time-consuming budgeting and forecasting processes and limited visibility into operations and reporting. Further, manual tasks created obstacles for tenant communication and service management. The company needed a way to streamline processes, reduce reliance on manual workflows and strengthen tenant relationships — all while supporting growth.

The solution

Yardi Commercial Suite

Yardi Commercial Suite delivers a single connected platform that enables Partners Capital to shorten leasing lifecycles, maximize revenue, improve insight and enhance tenant and client services by running their entire business with an integrated software solution.

The story

One connected ecosystem

By adopting the Yardi Commercial Suite, Partners Capital ditched paper-based processes and gained a seamlessly connected ecosystem that links accounting, operations and tenant services in one platform. Adding to their Yardi Voyager foundation for commercial property management and accounting, the company adopted solutions for invoice processing, budgeting and forecasting, tenant services and more.

Streamlined invoice processing

With Yardi Procure to Pay, Partners Capital eliminated paper-based invoice processing and gained automated approvals through an easy workflow along with integrated reporting based on real-time information. The result was shortened turnaround times and reduced costs, along with stronger vendor relationships thanks to increased visibility.

Accurate budgeting and forecasting

Yardi Forecast Manager integrates with Voyager accounting functions and enables rolling forecasts connected to Partner Capital’s up-to-the-minute operational data. The result is improved accuracy and agility through automated workflows. The company also has the ability to make updates in real time without duplicating efforts.

Enhanced tenant services

With CommercialCafe, Partners Capital enjoys streamlined tenant communication and delivers self-service for online payments and maintenance requests at any time. The result is improved accuracy for transactions and more satisfied tenants. Partners Capital also benefits from the seamless experience with tenant services directly integrated with their property management and accounting operations.

The Results

With their single connected platform, Partners Capital has achieved an end-to-end enterprise solution with products that eliminate silos and share data in real time. Integrated workflows have reduced costs and saved valuable time by increasing operational efficiency. Unified budgeting and forecasting based on financial accuracy has ensured confidence and agility for the company. Further, tenants enjoy a modern online experience that has enhanced engagement and strengthened relationships.